Using Consolidation Methods

Consolidation methods are used during the consolidation and calculate ownership processes.

When you define consolidation methods in the metadata, the system automatically generates the [ConsolMethod] system list for the Custom1 dimension. The system list consists of all methods defined in the consolidation methods section of the metadata.

There are two ways to assign the consolidation method to an entity for use during consolidation. You can assign the method manually through data load or data entry. You can also assign the method using the calculate ownership routine, which is based on the ultimate percent control assigned to the entity.